+1,560.6%
SCZM vs VOO
+77.8%
+1,482.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.2% |
| 7D | +8.4% | +0.5% | +7.8% | +7.6% |
| 30D | +18.7% | -0.9% | +19.6% | +20.6% |
| 3M | +57.3% | +3.9% | +53.4% | +49.9% |
| 6M | -0.6% | +14.5% | -15.1% | -15.6% |
| YTD | +3.2% | +13.0% | -9.7% | -10.1% |
| 1Y | +64.4% | +19.4% | +45.0% | +34.8% |
| All | +1,560.6% | +77.8% | +1,482.8% | +1,129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling